Independent, opportunistic public equity investors

A swell is a set of waves produced by wind that blows across the water’s surface typically a long distance away from shore. The size and length of the waves can be attributed to…

Considered by many to be the greatest tennis player of all time, Roger Federer recently delivered the commencement speech to the graduates of Dartmouth College…

Apelles of Kos, a prominent painter during the 4th century BC, was respected for his artwork depicting ancient Greece. According to Pliny the Elder…

On February 15th of 2008, I had the opportunity to visit the headquarters of Berkshire Hathaway for an Omaha Q&A session with Mr. Warren Buffett followed by lunch.  It was a privilege to co-host our Texas grad school classmates for a two hour sit down with the Oracle of Omaha. 

Today’s investment environment presents an entire set of paradoxes.  Interest rates are rising further while inflation measures have started to decline. 

German economist Horst Siebert originally coined the term “Cobra Effect” to illustrate how unintended consequences can result from well-intentioned solutions.